RIAs: Under $100M AUM

12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Harmony Road Advisors

AUM $30.8MTEAM 2REPS 2

Arrowhead Wealth Management Corp.

Modesto, CA

AUM $30.8MTEAM 2REPS 2

Lowry Financial Services

AUM $30.8MTEAM 1REPS 1

Raskin Global Inc.

Phoenix, MD

AUM $30.8MTEAM 3REPS 3

J. Franklin Financial LLC

Metter, GA

AUM $30.8MTEAM 1REPS 1

Sunnybranch Wealth LLC

AUM $30.8MTEAM 2REPS 2

Manikay Partners

New York, NY

AUM $30.8MTEAM 2REPS 2

Engels Investment Advisors, LLC

AUM $30.8MTEAM 1REPS 1

SJ Boyle Wealth Planning, LLC

Hanover, NH

AUM $30.7MTEAM 1REPS 1

Phronimos Capital, LLC

AUM $30.7MTEAM 1REPS 1

Hurley Wealth Management Group, Inc

Oakland, FL

AUM $30.7MTEAM 3REPS 2

Zero Day Capital Enterprises LLC

AUM $30.7MTEAM 15REPS 15

Hoku Partners LLC

AUM $30.7MTEAM 1REPS 1

Cascade Wealth LLC

AUM $30.7MTEAM 1REPS 1

Prism Financial Group, LLC

AUM $30.7MTEAM 2REPS 2

IFL Financial Advisors

AUM $30.7MTEAM 1REPS 1

Azure Wealth Management

Saint Paul, MN

AUM $30.7MTEAM 2REPS 2

Outlook Financial Services

Anchorage, AK

AUM $30.7MTEAM 1REPS 2

Wealthness LLC

Boonton, NJ

AUM $30.7MTEAM 1REPS 1

GEM Street Capital Management

AUM $30.6MTEAM 1REPS 1

Sykes Financial Services

AUM $30.6MTEAM 1REPS 1

Edward R. Wildman, Cpa, LLC

AUM $30.6MTEAM 1REPS 1

Meridan Capital, LLC

AUM $30.6MTEAM 1REPS 1

Wykrent, Damon

Flower Mound, TX

AUM $30.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,782 FIRMS $500M – $1BReported AUM2,409 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,034 FIRMS

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